Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (228)	9/2/2000 12:56:14 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 2243

Housekeeping and a comment or two........ Re. the title (name) of this thread..... Tom commented, during the retreat from February, that there were potholes on the plateau. The thread was not started at a a point in time where I suspected that the plateau had been established, and the word "plateau" was not intended to address capitalization. It was intended to address value. I never expected ^BTK to return to the highs of early March this soon....... quote.yahoo.com^BTK&d=2y The title was meant to indicate that sector funding had transformed us into a different creature, one where the lower tiers would be able to maintain better capitalizations -- by hook or by waving a "we're available" flag. Since then, money has continued to flow to the sector. For these reasons, I believe that the "trickle" portfolio -- or a similar collection of stocks -- is a well-conceived investment vehicle. However, I can't find the mistake that I made, the mistake that results in a "basis" that is less than 100K. I know it's only about a thousand bucks, but..... I'm going to trash the portfolio. The components are doing well, and we can follow them on occasion. The portfolio certainly had not been fleshed out with sufficient diversification. Risk, as it is currently configured, is high. The portfolio ends its short life up about 13-14%, with all components (KDUS, MCDE, MDCC and NBSC) green. I'll leave it around for the weekend, in hopes that someone knows where the mistake was made....... siliconinvestor.com